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Last Updated: 9/3/2015

Personal Financial Planning Services

Personal financial planning is the management of money and financial decisions for a person or family by a licensed professional. Fees charged for personal financial planning are not taxable. Examples include:

  • Meeting with clients to discuss their financial goals

  • Educating clients about investment options and potential risks

  • Monitoring clients’ accounts

  • Researching investment opportunities

  • Helping clients plan for education expenses or retirement

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